Vontobel Asset Management launches global "sustainable leaders" equity fund

 

Launched with about USD 100 million in assets, the "sustainable global leaders" fund invests globally in attractively valued companies with high scores on return on capital, competitive position, profitability as well as cash generation. Additionally, the companies must effectively address environmental, social and governance (ESG) issues.

 

The fund will be managed by Roger Merz, CFA, Head of the Vontobel Asset Management's Global Equities Team. Roger has over 13 years investment experience with a focus on global and European equities. "We believe that leading companies with a competitive advantage can outperform the market given their ability to deliver consistent, above-average return on in-vested capital", said Roger Merz. He believes that the market tends to underestimate future cash-flow growth – and consequently – future wealth creation of these companies.

 

The new offering testifies to Vontobel Asset Management's expertise where sustainability research is integrated into fundamental equity analysis. Recent launches in this field include a fund with an emerging-market focus. Vontobel Asset Management was named best asset manager in ESG investing (1).

 

(1) Source: TBLI ESG Leader Awards 2012. TBLI ESG Leaders Awards is the most prestigious ESG award across Europe and the USA. 

 

"Sustainable global leaders" fund 

Fund domicile:	Luxembourg
Fund currency:	USD
Management fee in % p.a.:	Retail share class:1.5% Institutional share class: 0.75%
Benchmark:	MSCI World Index TR net
Share classes:		ISIN	Valor
	A	LU0848325295	19879634
	B	LU0848325378	19879674
	I	LU0848325618	19879675
	H-CHF	LU0848326186	19885583
	H-EUR	LU0848326269	19885633

 

 

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